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Home > Institutional Investor > Golden Reserve Retirement Llc > Profile

Instuitional Investor - Golden Reserve Retirement Llc

Fund Profile
Filing Period:
Fund Name: Golden Reserve Retirement Llc
Portfolio Value $634,926,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 410,464 $151,888,203 23.92%
2.
Schwab Strategic Trust
 SCHD 4,249,804 $143,813,361 22.65%
3.
Invesco Qqq Tr
 109,093 $80,335,868 12.65%
4.
Schwab Strategic Trust
 SCHD 2,339,310 $74,179,525 11.68%
5.
Schwab Strategic Trust
 SCHD 1,526,535 $55,153,692 8.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.